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Oak Thistle LLC’s Caterpillar CAT Stock Holding History

Oak Thistle LLC’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,109
Closed -$1.78M – 486
2025
Q4 		$1.78M Buy
+3,109
New +$1.73M 0.25% 143
2023
Q2 		– Sell
-3,232
Closed -$740K – 367
2023
Q1 		$740K Buy
+3,232
New +$781K 0.44% 47
2022
Q3 		– Sell
-1,795
Closed -$321K – 129
2022
Q2 		$321K Buy
+1,795
New +$378K 0.62% 55

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Thistle LLC's CAT Position: Q1 2026 in Review

Oak Thistle LLC sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 3,109 shares — an estimated $1.78M sold.

Oak Thistle LLC first reported a position in CAT in Q2 2022 and held it in 3 quarters. The position peaked at $1.78M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Oak Thistle LLC reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 3,109 Caterpillar shares in Q1 2026, an estimated $1.78M.
  • Oak Thistle LLC first reported a position in Caterpillar in Q2 2022 and held it in 3 quarters.
  • Oak Thistle LLC's Caterpillar position peaked at $1.78M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.